Jr. Service Representative to join the Investment Support Group for our large banking client

2 weeks ago


Old Toronto, Canada S I Systems Full time
Jr. Service Representative to join the Investment Support Group for our large banking client (on-site Montreal) - 62856Jr. Service Representative to join the Investment Support Group for our large banking client (on-site Montreal) - 62856

Location: Montreal (on-site)

Duration: 5 months

Job Description:

The candidate will be a part of the Investment Support Group Team under Investment Services to oversee the administrative duties related to the management and record keeping of client communications.

Job Responsibilities:

• This role will focus on the mailing aspect of record keeping and administration.

• Receive client transfers and mail them out appropriately.

• Manage the return mail volumes as they come in.

• Invalidate the address in the system.

• Store processed items for record keeping.

• Check processing involving reconciling values in the system and then sending them out.

• Ensure that correct documentation is being completed for each task

• Basic data entry to effectuate transactions

Must Have Skills:

  • Customer Service experience
  • Data Entry experience
  • Microsoft Office

Nice to Have Skills:

  • Conversational French

Interviews:

• 1 round – 45 mins with the Hiring Manager

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